What smart money is saying about Insulet Corporation
2 funds in our archive have pitched Insulet Corporation — most recently Alpha Wealth Fund The Insiders Fund in July 2026.
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.
Get an email when a fund writes about it
Position history
Between Q1 2026 and Q3 2026, 6 fund letters reported a position in Insulet Corporation — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 4 | 0 | 2 | 0 |
| Q1 2026 | 1 | 0 | 0 | 1 |
Fund activity · 6 positions · 2 moves
- July 2026
“5. Insulet Corporation (PODD) ● Business: Insulet Corporation (NASDAQ: PODD) is a leader in medical technology, primarily known for its Omnipod Insulin Management System.”
Read the letterInsulet Corporation - June 2026
“Within health care, weakness in provider and select medical technology holdings offset otherwise solid contributions from biotechnology and life sciences tools holdings. Ensign Group, a skilled nursing facility operator, was pressured after regulatory and short-seller-related concerns emerged, reducing visibility and causing us to exit the position. Insulet, the maker of insulin patch pumps, also detracted amid broad medtech weakness, minor product recall and quality issues and rising concerns around potential future competition.”
Read the letterInsulet Corporation - June 2026
“Insulet is the market leader in insulin pumps and offers the only tubeless automated insulin delivery system on the market. The company continues to benefit from strong patient adoption, expanding penetration in the type 2 diabetes market and the advantages of its pharmacy-based distribution model. We exited the position as increasing competition in the insulin pump market has reduced visibility into the company’s medium-term growth and market share outlook.”
Read the letterInsulet Corporation - ExitedBaron SMID Cap ETFJune 2026
“Top net sales for the quarter Year Acquired Market Cap When Acquired ($B) Market Cap When Sold ($B) Net Amount Sold ($K) Booz Allen Hamilton Holding Corporation 2025 11.3 8.5 652.6 Insulet Corporation 2025 20.8 11.1 594.7 Heartflow, Inc. 2026 1.9 2.5 382.8 Rambus Inc. 2026 10.7 12.0 363.3 Monolithic Power Systems, Inc. 2025 45.6 67.9 327.5 Booz Allen Hamilton Holding Corporation is a provider of IT services for state and federal governmental entities. The company has stabilized its revenue base after experiencing meaningful declines in its federal civil segment caused by cost reduction initiatives in the federal government. While we admire the company and its management, we are increasingly concerned that IT consulting is becoming more commoditized, and we believe we can find more protected areas within IT for our capital. Insulet Corporation is the global leader in tubeless automated insulin delivery (AID) devices. It has over 600,000 active global customers using its AID devices and had $2.7 billion in revenues in 2025 which is a fraction of the $19 billion worldwide type 1 diabetes market it predicts in 2028, and the additional $12 billion type 2 market in 2028. We sold our position in the quarter to re-evaluate the accelerating competitive landscape and to assess a series of safety issues that have affected Insulet’s AID production. We admire the company and its products and are keeping Insulet on our radar.”
Read the letterInsulet Corporation - June 2026
“One area of the stock market temporarily falling out of favour is healthcare. To the end of May 2026, it was the only sector in the MSCI All Country World Index (MSCI ACWI) to post negative year-to-date returns, with sentiment towards healthcare equipment and services particularly weak. Indeed, two of our biggest detractors from performance this quarter are healthcare-related: Insulet and Alnylam .”
Read the letterInsulet Corporation - March 2026
“ Shares of Insulet (PODD) fell approximately 25% in the quarter despite continued acceleration in revenue growth and profitability.”
Read the letterInsulet Corporation
Fund coverage · 2 theses
- Alpha Wealth Fund The Insiders FundJuly 2026
Insulet combines a recurring revenue diabetes platform with expanding drug-delivery applications in oncology and biologics.
Read the full thesis - Alpha Wealth FundsMarch 2026
Insulet is a diabetes device maker leveraging a razor-and-blade model and expanding into Type 2 markets with next-gen Omnipod despite patent expirations and competitive risks.
Read the full thesis
Read every full thesis on Insulet Corporation
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→